Unclaimed Profile

Paul Graham Mcdowell

ARBOR WEALTH MANAGEMENT, LLC·MIRAMAR BEACH, Florida

Series 65Clean record15 years registeredARBOR WEALTH MANAGEMENT, LLC

13330 EMERALD COAST PARKWAY, MIRAMAR BEACH, FL 32550CRD# 5760840Firm CRD# 153640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Graham Mcdowell · MIRAMAR BEACH, FL

Registration

CRD #5760840 · ARBOR WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARBOR WEALTH MANAGEMENT, LLC

ARBOR WEALTH

Sep 2010 – Mar 2022

MIRAMAR BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR WEALTH MANAGEMENT, LLC

CRD 153640 · SEC 801-80638

AUM

$360M

Regulatory assets under management

Employees

995 client accounts

Services offered by ARBOR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARBOR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Graham Mcdowell offer?

Paul Graham Mcdowell specializes in Financial Planning, Investment Management.

What are Paul Graham Mcdowell's credentials?

Paul Graham Mcdowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Graham Mcdowell located?

Paul Graham Mcdowell is based in MIRAMAR BEACH, Florida, last registered with ARBOR WEALTH MANAGEMENT, LLC.

How does Paul Graham Mcdowell charge for services?

Paul Graham Mcdowell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR WEALTH MANAGEMENT, LLC?

ARBOR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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